CWM
ABT icon

CCG Wealth Management’s Abbott ABT Stock Holding History

CCG Wealth Management’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,154
Closed -$221K – 151
2026
Q1 		$221K Buy
2,154
+300
+16% +$33.9K 0.06% 125
2025
Q4 		$232K Buy
+1,854
New +$236K 0.1% 94
2023
Q1 		– Sell
-3,762
Closed -$413K – 64
2022
Q4 		$413K Buy
3,762
+163
+5% +$16.9K 0.23% 49
2022
Q3 		$348K Buy
3,599
+83
+2% +$8.85K 0.21% 51
2022
Q2 		$382K Buy
3,516
+638
+22% +$72.5K 0.22% 53
2022
Q1 		$341K Buy
2,878
+1,012
+54% +$125K 0.17% 72
2021
Q4 		$263K Hold
1,866
– – 0.14% 68
2021
Q3 		$220K Hold
1,866
– – 0.13% 94
2021
Q2 		$216K Sell
1,866
-128
-6% -$14.9K 0.17% 75
2021
Q1 		$239K Sell
1,994
-11
-0.5% -$1.3K 0.24% 54
2020
Q4 		$220K Buy
2,005
+131
+7% +$14.2K 0.23% 66
2020
Q3 		$204K Sell
1,874
-335
-15% -$34K 0.19% 54
2020
Q2 		$202K Sell
2,209
-2,033
-48% -$184K 0.19% 57
2020
Q1 		$335K Buy
4,242
+8
+0.2% +$668 0.32% 36
2019
Q4 		$368K Buy
4,234
+7
+0.2% +$586 0.23% 51
2019
Q3 		$354K Buy
+4,227
New +$359K 0.24% 53

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CCG Wealth Management's ABT Position: Q2 2026 in Review

CCG Wealth Management sold out of Abbott (ABT) in Q2 2026, closing a stake of 2,154 shares — an estimated $221K sold.

CCG Wealth Management first reported a position in ABT in Q3 2019 and held it in 16 quarters. The position peaked at $413K in Q4 2022. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • CCG Wealth Management reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
  • CCG Wealth Management sold 2,154 Abbott shares in Q2 2026, an estimated $221K.
  • CCG Wealth Management first reported a position in Abbott in Q3 2019 and held it in 16 quarters.
  • CCG Wealth Management's Abbott position peaked at $413K in Q4 2022.
  • 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.